Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
3.27%
6 Months
4.60%
6.66%
1 Year
−5.85%
7.95%
3 Years
5.64%
14.01%
5 Years
—
12.40%
Since Inception
−0.46%
16.07%
Fund Age
4 yrs 7 mo
12 yrs 5 mo
AUM
₹87.75 Cr
₹27.98 Cr
Alpha – 1 Year
−8.83%
3.23%
Alpha – 3 Years
−6.25%
1.92%
Information Ratio – 3 Years
-0.73
0.55
Volatility – 1 Year
16.46%
16.42%
Volatility – 3 Years
15.18%
14.36%
Beta – 1 Year
0.88
0.92
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.62
0.15
Sharpe Ratio – 3 Years
0.08
0.63
Worst Rolling Year
-2.49%
-4.39%
Value at Worst Rolling Year
₹0.98 Cr
₹0.96 Cr
Deepest Drawdown
−20.88%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
87.97%
97.43%
Median Rolling Year
5.97%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
Top 5 Holdings
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%